Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
15 Richest Women in the World: Forbes, 2023
By Michael S. FischerWe combed through Forbes' Real-Time Billionaires List to identify the wealthiest women today across the globe.
March 23, 2023
Finding Opportunities in a Stock Picker's MarketThere are opportunities amid the mixed signals on inflation and the economy and expectations for a slowdown.
March 23, 2023
Yellen Says U.S. Ready to Take More Deposit Actions If NeededBank stocks fluctuated after her prepared remarks were released. The KBW Bank Index traded down about 1.7% Thursday.
March 23, 2023
Broadridge Teams With Apex on Tax Reporting: Tech RoundupAlso, Orion announced leadership changes in its wealth unit, and Absolute Engagement launched an "engagement engine."
March 21, 2023
How to Get Clients Back on Track After an Unexpected RetirementPrivate wealth advisor Jill Williams uses her personal experience to help prepare clients for unplanned situations.
March 17, 2023
Do All of Your Clients Have an Estate Plan? They Probably Should.Starting the process early yields the best results, attorney Holly Geerdes tells ThinkAdvisor.
March 16, 2023
Financial Confidence Is Up for Women of Color, but Retirement Readiness Still LagsThese women are generally hungry for more financial advice and support, Edelman Financial Engines finds.
March 16, 2023
How Sallie Krawcheck's Ellevest Is Investing in WomenIt's "the best-kept secret in the industry," the CEO tells ThinkAdvisor.